Is there a way to bypass the automatic training on ST for a new employee that is assigned to the CSR roll. It not needed as we hired a new girl that came from another company that used ST for the past 6 yrs and she is VERY well trained already.
Simply put, I am curious if there is a function in ServiceTitan that would allow us to have a large view calendar of overall routing areas for a month or two (or as far out as needed), and be able to see what tech is in what area, how many appointmen...
Hello, All!We are a small plumbing company that has recently added a separate LLC HVAC company. So it's like a parent owner and two branches running out of one office. Any suggestions on work flows, invoicing, Quickbooks, taxes, insurance, and dispat...
Is there not a "follow up" created when a tech request an additional appointment bc they have to order part and go back?
Under the team trainings tab, each team members name shows training progress, completion, position, business unit and training mode. All but one of the employees say 'N/A' under training mode and one individual employee says 'unlocked' does anyone kn...
As the title suggests when my technicians are filling out the forms with conditional logic attached to them, the forms them selves are only displaying two fields of information that are technician signature and the smart fields with the customers inf...
I figured instead of reinventing the wheel and spending countless hours creating a solution for something I would come here first.We are wanting to form a best practice for the following situation utilizing what Service Titan has to offer internally....
I think it would be nice to be able to add reminders to our daily calendars or a reminder list that shows up on our dashboard. Is this something that can possibly be added to simplify our daily tasks?
Greetings! Our company just implemented Service Titan last week and welcomed a new receptionist onboard. We're currently looking to assess the progress of their training, but we're unsure about accessing this information post the go-live phase. Any g...
